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Printer icon: Create report of the selected invoice.
Autogiro: Generates a direct debit file containing the selected unpaid invoices for payers with a valid direct debit mandate, provided they are not already pending a response.
Send: Send the invoice.
Pay: Marks the selected invoice as paid (in full or partially) using one of the payment methods approved for invoice payments. This can be done if the invoice was paid outside of BRP.
Pair up: Pay the selected invoice with another one.
Credit: Credits the selected invoice.
Claim loss: Resets the selected invoice and records it as a loss.
Accounts receivable ledger: The customer ledger is used to extract the current ledger as of a selected date in the past, displaying all invoices that were unpaid on the chosen date.
Paper icon: Copies the selected row.
Signatures tab
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Displays all signatures (contracts signed by this person) and the date it was created, date it was signed, for which facility and what type of signature it was.
Loyalty tab
This tab is only shown if you have enabled a Loyalty program. Read more about what is displayed in this tab here.
Customer journal tab
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Name | Description |
|---|---|
Customer journal: | Displays all customer journal notes created for this person. It is also possible to create customer journal notes in this tab. Click on + (plus sign) and enter the notes. These types of notes can also be added on a service booking and will show up in this tab. Read more about how to do that here. |
Documents: | Displays all documents imported in this specific tab. It is also possible to import documents by clicking on the “Import” button from this tab. This could for example be a training plan or other documents related to the customer journal. |
History tab
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Name | Description |
|---|---|
Created: | The date, time and name of the person who created this profile. |
Updated: | The date, time and name of the person who most recently updated this profile. |
Documents: | Displays all documents that has ever been imported to the profile. If contracts have been signed digitally, they can be viewed here by clicking on a document. |
Most recent signature: | Displays the date and time of the most recent signature signed by this person. |
History: | Displays all changes that have been done to this profile, and who made the changes. |
Own tab
This tab displays any own defined fields that have been added in BRP Configuration → Persons → Own defined field, with the “Used on person” checkbox enabled.
Read more about how to configure own defined fields here.